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Edmonton Regional Meeting: Financial Literacy
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When: February 20, 2020
5:30 PM to 8:30 PM
Where: Chateau Nova Kingsway
159 Airport Road NW
Edmonton, Alberta 
Contact: Meagan Rockett

Online registration is closed.
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NOTE: As discussed at the last regional meeting, we will be starting presentations earlier in our timing - so please arrive early (we open doors at 5:30 PM) to get your dinner ordered!

The presentation will start promptly at 6:30, to leave time for Q&A and networking afterwards 

Ways and means to increase cash flow.

Debt: debt management, the rule of 72, good debt vs. bad debt

Building a strong financial foundation: The financial independence number and its significance in financial planning.

How to outpace inflation and minimize taxation when money is growing.

Building a strong financial house: it starts with having a strong foundation. And that includes income protection. Income protection also is known as insurance (life insurance, critical illness insurance, disability insurance),  and funeral planning.

Building wealth and asset accumulation, and retirement planning and preserving wealth: The different investment and savings vehicles in Canada and the differences between each. That includes RRSP, pensions, non-registered accounts, TFSA and Universal Life.

Wealth transfer: Estate planning and the most efficient way that money can be passed on to beneficiaries to minimize taxation.

Presented by: Rdina Chehayeb

Speaker Bios: Rdina has a degree in Engineering from the U of A. I have been in the financial industry for 13 years. My passion is financial literacy and financial education to help others reach their financial goals. I am a mother of 2 and a grandmother of 1. 

Regional Network Chair: Connie Sparks, CPB

Cost is free - You are responsible for your own meal and beverage

Dining out with food allergies can be a challenge, but it can be done safely. The best way to stay safe is by being informed and communicating your needs.

Before you go: ‘Be Informed and Inform’.
We recommend contacting the restaurant ahead of time and talking to the restaurant manager or Kitchen manager.

At the Restaurant: ‘Communicate’.
Talk to your server upon arriving and to the Regional Network Chair to advise them of your food allergies.

Block out time on your calendar for this event right now. Why? Just imagine networking with some of the top bookkeepers in the country. Imagine the chance to be on the fast track to a more lucrative practice, to being a certified professional bookkeeper (CPB) and to receiving greater professional recognition inside and outside of this network.

Regional Meetings are a vital part of that formula for success.

They're a unique chance to combine learning – a guest speaker shares expertise that's sure to make your work a bit easier – with fun and powerful networking.

Attending this meeting qualifies for one Professional Development Credit

Each meeting includes a guest speaker with a Q&A session; a discussion among the attendees about a marketing topic, a challenge someone may be facing, or another topic important to you; and networking. Non-members are welcome to attend two meetings to evaluate IPBC. Afterwards, you must join to participate in Regional Meetings.

Our meetings are "Scent Free” and business casual attire is appreciated. This is a business meeting. Please, turn off your cell phone before entering the room, and sorry no children allowed.

We look forward to seeing you there!





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